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Enhancing-Real-Estate-Operations-with-AgentForce

The document outlines the implementation of AgentForce, an AI-powered solution for enhancing after-sales service and marketing at Ambuja Realty. It addresses business challenges such as manual processes and lead drop-offs, and highlights the benefits of automation, personalized campaigns, and integration with platforms like WhatsApp. The plan includes a structured implementation approach to improve customer engagement and streamline operations.

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saikatpaul22
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13 views

Enhancing-Real-Estate-Operations-with-AgentForce

The document outlines the implementation of AgentForce, an AI-powered solution for enhancing after-sales service and marketing at Ambuja Realty. It addresses business challenges such as manual processes and lead drop-offs, and highlights the benefits of automation, personalized campaigns, and integration with platforms like WhatsApp. The plan includes a structured implementation approach to improve customer engagement and streamline operations.

Uploaded by

saikatpaul22
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Enhancing Real Estate

Operations with
AgentForce
Leveraging AI for After-Sales Service and Marketing at Ambuja Realty
Agenda
1. Introduction to AgentForce

2. Business Challenges at Ambuja Realty

3. Why AgentForce for Real Estate?

4. After-Sales Use Case – Service Cloud

5. Service Cloud Agent Flow

6. Site Visit & Case Automation

7. WhatsApp Integration for Support

8. Marketing Cloud Use Case

9. Lead Nurturing with AgentForce + Marketing Cloud

10. Personalized Campaigns via WhatsApp & Email

11. Reporting & ROI Tracking

12. AgentForce vs Einstein Bots

13. Implementation Plan

14. Business Benefits for Ambuja

15. Q&A / Next Steps


Introduction to AgentForce
Definition Key Components

AI-powered conversational agents on Salesforce CRM • Assistant: Service, SDR agents


• Topics: Predefined AI dialogues
• Actions: Automated tasks
• Reasoning Engine: Smart decision maker
Business Challenges at
Ambuja
After- Manual Campaign Lead
Sales Requests Insights Drop-offs
Delays
Labor- Lack of Loss of
Slow intensive actionable potential
response customer marketing buyers after
impacting service data first inquiry
customer processes
satisfaction
Why AgentForce for Real Estate

Industry AI Agents Real Estate Cross-Channel


Workflows Support
Prebuilt for real estate
nuances Site visits and WhatsApp, web, and
brochure automated app seamless access
tasks

Lead-to-Deal
Pipeline
Conversational
pipeline across buyer
journey
After-Sales Use Case – Service Cloud
Post-Sale Support Agent Tasks

Site maintenance requests automated from WhatsApp • Verify property & owner details
• Create Service Cloud cases
• Assign technicians to tasks
• Send real-time status updates
Service Cloud Agent Flow
Greeting
"Hi! How can I assist with your property today?"

Information Collection
Capture name, project, unit

Case Creation
Auto-create case in Service Cloud

Assignment
Case sent to maintenance team

Closure
Customer updates upon job completion
Site Visit Flow Example
1 Trigger Site Visit
Customer requests site visit

2 Data Collection
Agent asks name, date, time, project

3 Record Creation
Creates site visit and alerts sales team

4 Confirmation
Customer receives visit confirmation
WhatsApp Integration
Meta Integration 24/7 Engagement Rich Media Support

Connect WhatsApp Business Support leads anytime, share Emojis, PDFs, maps, brochures
seamlessly documents
Marketing Cloud Use Case
Lead Segmentation
By location, price, or interest

Drip Campaigns
WhatsApp and Email automation

Personalization
AI-driven tailored messages

Sales Alerts
Notify team on hot leads
Tracking Campaign
Performance & ROI
Open Rates
Measure campaign reach accurately

Engagement Heatmaps
Visualize user interaction

ROI by Campaign
Evaluate marketing effectiveness

Real-Time Feedback
Optimize AgentForce learning continuously
AgentForce vs Einstein
Bots Comparison
Feature AgentForce Einstein Bots

Intelligence Pretrained with Scripted logic


reasoning

Multi-Tasking Handles full Limited to FAQs


workflows

Channels Web, WhatsApp, Mostly Web & Chat


SMS, App

Real Estate Focus Yes, vertical- No, generic


specific
Implementation Plan for Success
Discovery Workshop
Align goals and requirements

Setup Cloud & APIs


Data, Service Cloud, WhatsApp API

Agent Training
Site visits & after-sales support

Pilot Run
Validate processes and feedback

Full Rollout
Deploy & monitor via analytics dashboard
Key Business Benefits

80%+ 50% Faster Real-Time


Automation Conversion Engagement
Response handling Quicker lead-to-sale Instant customer
without manual cycle interactions
effort

Personalized at
Scale
Customized
communication for
many

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